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iShares Russell 1000 Value Index shares owned by Stephens

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Stephens from 13F filings

Historical chart of Stephens investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Stephens consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Stephens

Quarter filed Position value Share count Share price at filing
2023-09-30 $106M 698k 151.82
2023-06-30 $113M 718k 157.83
2023-03-31 $107M 704k 152.26
2022-12-31 $123M 814k 151.65
2022-09-30 $113M 832k 135.99
2022-06-30 $120M 827k 144.97
2022-03-31 $145M 873k 165.98
2021-12-31 $138M 822k 167.93
2021-09-30 $116M 744k 156.51
2021-06-30 $121M 760k 158.62
2021-03-31 $116M 766k 151.55
2020-12-31 $94M 687k 136.73
2020-09-30 $95M 807k 118.13
2020-06-30 $87M 774k 112.62
2020-03-31 $80M 808k 99.18
2019-12-31 $112M 820k 136.48
2019-09-30 $107M 837k 128.26
2019-06-30 $102M 798k 127.22
2019-03-31 $92M 744k 123.49
2018-12-31 $85M 769k 111.05
2018-09-30 $93M 735k 126.62
2018-06-30 $88M 724k 121.38
2018-03-31 $92M 764k 119.96
2017-12-31 $87M 700k 124.34
2017-09-30 $120M 1.0M 118.51
2017-06-30 $118M 1.0M 116.43
2017-03-31 $105M 916k 114.94
2016-12-31 $100M 888k 112.03
2016-09-30 $94M 894k 105.62
2016-06-30 $96M 925k 103.23
2016-03-31 $92M 933k 98.81
2015-12-31 $102M 1.0M 97.86
2015-09-30 $105M 1.1M 93.28
2015-06-30 $116M 1.1M 103.15
2015-03-31 $107M 1.0M 103.08
2014-12-31 $106M 1.0M 104.40
2014-09-30 $99M 991k 100.09
2014-06-30 $102M 1.0M 101.27
2014-03-31 $96M 994k 96.50
2013-12-31 $80M 852k 94.17
2013-09-30 $88M 1.0M 86.20
2013-06-30 $95M 1.1M 83.79
2012-12-31 $64M 873k 72.82
2012-03-31 $65M 929k 70.07
2011-12-31 $43M 681k 63.48
2011-09-30 $39M 697k 56.59
2011-06-30 $65M 943k 68.67
2011-03-31 $65M 943k 68.67
2010-12-31 $60M 918k 64.87

More positions owned by Stephens

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wal-Mart Stores (WMT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Eafe Etf (EFA)
Amazon (AMZN)
Kura Sushi Usa Cl A Com (KRUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Stephens

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index